Van Hulzen Asset Management, LLC Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$1.5T

Holdings

302

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
101
SRESEMPRA
3,806$289.0M0.02%
102
NWBINORTHWEST BANCSHARES INC MD
24,700$285.0M0.02%
103
ZTSZOETIS INC
1,605$278.0M0.02%
104
ETENERGY TRANSFER L P
17,120$278.0M0.02%
105
FLOTISHARES TR
5,385$275.0M0.02%
106
HRHEALTHCARE RLTY TR
16,690$275.0M0.02%
107
LCTUBLACKROCK ETF TRUST
4,620$274.0M0.02%
108
TAT&T INC
14,293$273.0M0.02%
109
KLACKLA CORP
326$269.0M0.02%
110
SYLDCAMBRIA ETF TR
3,933$269.0M0.02%
111
SUSAISHARES TR
2,392$269.0M0.02%
112
ESGDISHARES TR
3,399$268.0M0.02%
113
TOTLSSGA ACTIVE ETF TR
6,700$266.0M0.02%
114
DUSBDIMENSIONAL ETF TRUST
5,150$261.0M0.02%
115
PANWPALO ALTO NETWORKS INC
754$256.0M0.02%
116
MEARISHARES U S ETF TR
5,000$251.0M0.02%
117
XLESELECT SECTOR SPDR TR
2,745$250.0M0.02%
118
IIPRINNOVATIVE INDL PPTYS INC
2,276$249.0M0.02%
119
IWVISHARES TR
792$244.0M0.02%
120
LINLINDE PLC
554$243.0M0.02%
121
FCXFREEPORT-MCMORAN INC
4,980$242.0M0.02%
122
SCHASCHWAB STRATEGIC TR
5,015$238.0M0.02%
123
MMM3M CO
2,330$238.0M0.02%
124
CRMSALESFORCE INC
919$236.0M0.02%
125
AZNASTRAZENECA PLC
3,016$235.0M0.02%
126
BNDVANGUARD BD INDEX FDS
3,267$235.0M0.02%
127
AQLTISHARES TR
1,890$229.0M0.02%
128
BSRRSIERRA BANCORP
10,001$224.0M0.02%
129
GTXGARRETT MOTION INC
25,900$222.0M0.01%
130
VBVANGUARD INDEX FDS
1,003$219.0M0.01%
131
ICVTISHARES TR
2,770$218.0M0.01%
132
MOALTRIA GROUP INC
4,644$212.0M0.01%
133
CMGCHIPOTLE MEXICAN GRILL INC
3,300$207.0M0.01%
134
SHOPSHOPIFY INC
3,085$204.0M0.01%
135
XLKSELECT SECTOR SPDR TR
897$203.0M0.01%
136
NBBNUVEEN TAXABLE MUNICPAL INM
12,096$188.0M0.01%
137
QYLDGLOBAL X FDS
10,477$185.0M0.01%
138
NMZNUVEEN MUN HIGH INCOME OPPOR
15,657$169.0M0.01%
139
BCSFBAIN CAP SPECIALTY FIN INC
10,275$168.0M0.01%
140
XEXGXEATON VANCE TAX-MANAGED GLOB
16,405$139.0M0.01%
141
CHGGCHEGG INC
41,000$130.0M0.01%
142
FSCOFS CREDIT OPPORTUNITIES CORP
18,894$120.0M0.01%
143
VLYVALLEY NATL BANCORP
10,200$71.0M0.00%
144
CHPTCHARGEPOINT HOLDINGS INC
40,650$61.0M0.00%
145
XERSXERIS BIOPHARMA HOLDINGS INC
18,026$41.0M0.00%
146
MJ0GAMESQUARE HLDGS INC
12,909$15.0M0.00%
147
AAPLAPPLE INC
542,313$114K0.00%
148
MSFTMICROSOFT CORP
169,174$75K0.00%
149
BBYBEST BUY INC
707,600$59K0.00%
150
GOOGLALPHABET INC
280,662$51K0.00%
151
IBMINTERNATIONAL BUSINESS MACHS
261,410$45K0.00%
152
ABBVABBVIE INC
205,634$35K0.00%
153
MCDMCDONALDS CORP
119,709$30K0.00%
154
AJGGALLAGHER ARTHUR J & CO
117,589$30K0.00%
155
NVDANVIDIA CORPORATION
239,724$29K0.00%
156
HSYHERSHEY CO
155,293$28K0.00%
157
ETNEATON CORP PLC
89,348$28K0.00%
158
MRKMERCK & CO INC
209,589$25K0.00%
159
JNJJOHNSON & JOHNSON
173,481$25K0.00%
160
DHRDANAHER CORPORATION
93,784$23K0.00%
161
CSCOCISCO SYS INC
485,249$23K0.00%
162
AMZNAMAZON COM INC
122,219$23K0.00%
163
QUALISHARES TR
131,173$22K0.00%
164
ADPAUTOMATIC DATA PROCESSING IN
89,907$21K0.00%
165
ORCLORACLE CORP
151,257$21K0.00%
166
XOMEXXON MOBIL CORP
176,173$20K0.00%
167
KMIKINDER MORGAN INC DEL
931,979$18K0.00%
168
KOCOCA COLA CO
290,979$18K0.00%
169
VVISA INC
70,495$18K0.00%
170
IVVISHARES TR
32,884$17K0.00%
171
ROPROPER TECHNOLOGIES INC
29,063$16K0.00%
172
QCOMQUALCOMM INC
75,668$15K0.00%
173
PEOEXELON CORP
439,377$15K0.00%
174
DISDISNEY WALT CO
147,038$14K0.00%
175
COSTCOSTCO WHSL CORP NEW
17,395$14K0.00%
176
AVGOBROADCOM INC
9,280$14K0.00%
177
TSLATESLA INC
75,219$14K0.00%
178
UNHUNITEDHEALTH GROUP INC
26,016$13K0.00%
179
AONAON PLC
47,581$13K0.00%
180
SHELSHELL PLC
185,761$13K0.00%
181
LOWLOWES COS INC
59,049$13K0.00%
182
FBTCFIDELITY WISE ORIGIN BITCOIN
243,304$12K0.00%
183
ESGUISHARES TR
104,310$12K0.00%
184
MDLZMONDELEZ INTL INC
193,442$12K0.00%
185
METAMETA PLATFORMS INC
24,460$12K0.00%
186
LMTLOCKHEED MARTIN CORP
27,470$12K0.00%
187
ADBEADOBE INC
20,004$11K0.00%
188
ABGCENCORA INC
49,789$11K0.00%
189
IAU*ISHARES GOLD TR
241,839$10K0.00%
190
NVONOVO-NORDISK A S
71,890$10K0.00%
191
DEDEERE & CO
26,786$10K0.00%
192
MTUMISHARES TR
52,729$10K0.00%
193
SHYISHARES TR
128,645$10K0.00%
194
SPYSPDR S&P 500 ETF TR
18,681$10K0.00%
195
AGGISHARES TR
113,069$10K0.00%
196
JPMJPMORGAN CHASE & CO.
47,289$9K0.00%
197
LULULULULEMON ATHLETICA INC
30,416$9K0.00%
198
GQ9SPDR GOLD TR
33,369$7K0.00%
199
USMVISHARES TR
88,506$7K0.00%
200
EFVISHARES TR
139,431$7K0.00%
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